登录新浪财经APP 搜索【信披】查看更多考评等级 关于2023年员工持股计划回购注销实施公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 回购注销原因：鉴于泛微网络科技股份有限公司（以下简称"公司"）2023年员工持股计划已终止实 施，公司拟回购注销本员工持股计划证券账户所持有的全部股票4,237,118股。 ● 本次注销股份的有关情况： ■ 一、本次员工持股计划回购注销的决策与信息披露 （一）公司于2024年3月27日召开2023年员工持股计划第二次持有人会议、第五届董事会第七次会议、 第五届监事会第七次会议及于2024年4月18日召开2023年年度股东大会，审议通过了《关于终止实施 2023年员工持股计划的议案》，2023年员工持股计划提前终止，并由管理委员会根据相关规定对本员工 持股计划证券账户所持有的全部股票回购后的财产进行处置。具体内容详见公司于2024年3月29日在上 海证券交易所网站（www.sse.com.cn）披露的《泛微网络关于终止实施2023年员工持股计划的公告》 （公告 ...

证券日报网讯 2月24日，泛微网络发布公告称，鉴于公司2023年员工持股计划已终止实施，公司拟回购 注销本员工持股计划证券账户所持有的全部股票4，237，118股。注销日期：2026年2月27日。 （文章来源：证券日报） ...

证券代码：603039 证券简称：泛微网络 公告编号：2026-003 本次注销股份的有关情况： | 回购股份数量 | | 注销股份数量 | | 注销日期 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 4,237,118 | 股 | 4,237,118 | 股 | 2026 2 | 年 | 月 | 27 | 日 | 一、本次员工持股计划回购注销的决策与信息披露 泛微网络科技股份有限公司 关于 2023 年员工持股计划回购注销实施公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 回购注销原因：鉴于泛微网络科技股份有限公司（以下简称"公司"）2023 年员工持股计划已终止实施，公司拟回购注销本员工持股计划证券账户所持有的 全部股票 4,237,118 股。 （三）员工持股计划回购股份注销安排 （一）公司于 2024 年 3 月 27 日召开 2023 年员工持股计划第二次持有人会 议、第五届董事会第七次会议、第五 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2026-02-24 | 泛微网络 | 603039 | 45.95 7030.35 | 153 | 机构专用 | 国泰海通证券股份 有限公司嵊州高杨 | 2月24日，泛微网络大宗交易成交153万股，成交额7030.35万元，占当日总成交额的13.7%，成交价45.95元，较市场收盘价48.37元折价5%。 ...

2026年2月12日，国内首个低代码国家标准发布，计划于同年7月实施，市场分析指出AI+低代码融合标 的如泛微网络可能受益于政策红利。此外，股价下跌期间，基金持仓浮亏受到关注。 经济观察网 近7天，泛微网络（603039）股价呈现连续下跌趋势，区间累计跌幅为8.05%，最新价报 50.24元。资金流向方面，2月11日主力资金净流出2391.00万元，股价表现弱于大盘及行业平均水平。 近期事件 机构观点 机构观点显示，截至2026年2月12日，泛微网络综合目标价为67.91元，较最新价上涨空间29.97%。中邮 证券2025年11月报告曾指出公司AI+信创机遇，但近期舆情偏中性，机构调研频率较低。 以上内容基于公开资料整理，不构成投资建议。 财报分析 泛微网络2025年1-9月财报数据显示，营业收入12.99亿元，同比减少6.26%，但归母净利润1.00亿元，同 比增长15.99%，毛利率提升至94.28%，反映降本增效措施见效。 ...

Core Insights - The role of collaborative management software in China has fundamentally transformed from an auxiliary tool for enhancing internal administrative efficiency to a core operational platform that supports and drives intelligent transformation and business innovation in modern organizations [1][11][24] - The market size of China's collaborative management software industry is projected to reach approximately 10.233 billion yuan in 2024, representing a year-on-year growth of 17.58% [11][24] Industry Overview - Collaborative management software (CMS) is centered around people and utilizes information technology to integrate previously isolated resources within organizations, such as personnel, finances, materials, processes, documents, and customers, to achieve information sharing, event collaboration, plan execution, and decision support [2][16] - The software aims to enhance organizational collaboration efficiency, standardize organizational behavior, and help achieve overall strategic goals [2][16] Software Classification - Collaborative management software is categorized into three main types: - Collaborative tool software focuses on basic communication and collaboration, exemplified by products like DingTalk, WeChat Work, and Feishu, suitable for team communication and remote work [3][17] - Collaborative platform software serves as the underlying architecture for application development and integration, such as Zhiyuan V5 and Fanwei e-weaver, supporting low-code development and cross-system integration [3][17] - Collaborative application software targets specific business scenarios, including Zhiyuan A8-m and Yonyou YonSuite, optimizing business processes and enhancing operational efficiency [3][17] Industry Development History - The development of China's collaborative management software industry has evolved from personal office automation to internal organizational communication and collaboration, and further to business process optimization and knowledge management [5][17] - Each generation of collaborative management software has expanded and optimized based on the previous one, aligning more closely with actual enterprise needs [5][17] Industry Value Chain - The upstream of the collaborative management software industry chain includes servers, chips, network devices, storage devices, operating systems, databases, development frameworks, AI/large models, and low-code platforms [7][20] - The midstream involves the research and development and service segments of collaborative management software [7][20] - The downstream applications are primarily in government agencies, education, healthcare, finance, and manufacturing sectors [7][20] Market Trends - With the investment in industrial internet platforms, digital twins, and AI software solutions, the value chain of intelligent manufacturing is extending from production to upstream research and design and downstream supply chain collaboration and intelligent services [9][22] - Collaborative management software is evolving from a traditional office auxiliary tool to a core enabler and value multiplier for driving intelligent manufacturing [9][22]

2月11日，泛微网络跌1.73%，截至发稿，报50.70元/股，成交3.02亿元，换手率2.28%，总市值132.13亿 元。泛微网络股价已经连续6天下跌，区间累计跌幅20.36%。 资料显示，泛微网络科技股份有限公司位于上海市闵行区三鲁公路3419号泛微软件园，成立日期2001年 3月14日，上市日期2017年1月13日，公司主营业务涉及协同管理软件产品的研发、销售及相关技术服 务。主营业务收入构成为：技术服务63.11%，软件收入-e.cology31.55%，第三方产品3.66%，软件收入- e.office1.54%，其他(补充)0.14%。 从基金十大重仓股角度 数据显示，鑫元基金旗下1只基金重仓泛微网络。鑫元中证1000指数增强发起式A（017190）四季度持 有股数1.34万股，占基金净值比例为0.26%，位居第七大重仓股。根据测算，今日浮亏损失约1.19万 元。连续6天下跌期间浮亏损失17.37万元。 鑫元中证1000指数增强发起式A（017190）成立日期2022年11月28日，最新规模1.54亿。今年以来收益 9.1%，同类排名1395/5569；近一年收益33.77%，同类排名1911/ ...

Group 1: Alphabet's Financial Performance - Alphabet's Q4 revenue reached $113.83 billion, a year-over-year increase of 18%, surpassing the forecast of $111.4 billion [1] - Google Services revenue was $95.86 billion, up 14% year-over-year, while Google Cloud revenue grew by 48% to $17.66 billion [1] - The net profit for Q4 was $34.455 billion, reflecting a 29.8% increase compared to the previous year [1] Group 2: User Growth and Future Investments - The monthly active users (MAU) of Alphabet's large model Gemini exceeded 750 million, up from 650 million in the previous quarter [1] - The company anticipates capital expenditures of $175 billion to $185 billion for 2026, nearly double the expected $119.5 billion for 2025 [1] Group 3: Semiconductor Industry Trends - The semiconductor materials and equipment index fell by 3.39% as of February 5, 2026, with leading stocks like Huafeng Measurement and Control down by 7.66% [1] - The semiconductor equipment ETF saw a decline of 3.20%, with a latest price of 1.7 yuan [1] Group 4: ETF Performance and Fund Flows - The semiconductor ETF experienced a significant growth of 1.6 billion yuan in the past two weeks, leading its category [3] - The semiconductor equipment ETF has a current scale of 2.725 billion yuan, while the innovation ETF saw a recent increase of 607.49 million yuan [3] - Recent fund flows indicate a net outflow of 593.88 million yuan for the semiconductor ETF, but a net inflow of 2.02 billion yuan over the last five trading days [3] Group 5: Cloud Pricing Trends - Open Source Securities suggests that AWS and Google have initiated cloud price increases, which may prompt domestic cloud providers to follow suit [3] - The rationale behind the price hikes is attributed to recent increases in CPU and storage costs, alongside a surge in computational demand due to complex task execution [3]

共40只个股出现了机构的身影。 盘后数据显示，2月4日龙虎榜中，共40只个股出现了机构的身影，有17只股票呈现机构净买入，23只股 票呈现机构净卖出。 当天机构净买入前三的股票分别是晶盛机电、中集集团、晶科能源，净买入金额分别是2.2亿元、1.1亿 元、1.04亿元。 当天机构净卖出前三的股票分别是利欧股份、神农种业、泛微网络，净流出金额分别是2.62亿元、2.26 亿元、1.23亿元。 | 17 房 | 2.04 | | | --- | --- | --- | | | 机构资金参与个股一 | | | 证券简称 | 日涨跌幅 | 机构净买入(万元) | | 晶盛机电 | 12.97% | 21963.08 | | 中集集团 | 10.03% | 10962.37 | | 晶科能源 | 20.00% | 10438.94 | | 宏和科技 | 3.44% | 9576.65 | | 红宝丽 | 3.07% | 8258.33 | | 中超控股 | -4.01% | 6907.86 | | 海兰信 | 3.10% | 6842.24 | | 凯旺科技 | 7.08% | 5626.07 | | 中来股份 | 20 ...

证券之星消息，2月4日软件开发板块较上一交易日下跌1.63%，泛微网络领跌。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300344 | *ST立方 | 2.32 | 20.21% | 158.97万 | | 3.33亿 | | 603232 | 格尔软件 | 23.97 | 5.73% | 35.51万 | | 8.67亿 | | 301159 | 三维天地 | 54.17 | 3.60% | 10.27万 | | 5.32亿 | | 300377 | 赢时胜 | 22.84 | 3.21% | - 83.94万 | | 18.86亿 | | 300468 | 四方精创 | 33.40 | 2.93% | 38.41万 | | 12.85 Z | | 300561 | *ST汇科 | 18.15 | 2.72% | 9.21万 | | 1.68亿 ...